ESOP · DOL Form 5500 · 2022

Moodys Market, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
147
Participants Small participant base
64th
Percentile by assets National rank
$64,503
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Moody's Market, Inc. Employee Stock Ownership Plan · Sponsored by Moodys Market, Inc. · Montana · Retail Trade

$9M in assets, 147 participants

Moodys Market, Inc.'s Moody's Market, Inc. Employee Stock Ownership Plan reported $9M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 64th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,096 in Retail Trade (9,519 peers)

Moodys Market, Inc. multi-year trail

Moodys Market, Inc.'s plans moved +20.9% in assets from 2022 to 2024; this filing shows Moody's Market, Inc. Employee Stock Ownership Plan at $9M / 147 participants.

#7,096
in Retail Trade (9,519 peers)
+128.7%
assets growth YoY

Moody's Market, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Moody's Market, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,481,940 Top 36% higher than 64% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Moody's Market, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moody's Market, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (147 participants).

EBSA filing schedule strip

Filing strip 810307747 · Moodys Market, Inc. PY 2022 · ESOP

Moody's Market, Inc. Employee Stock Ownership Plan · $9M · 147 · 64th

  • BOY $9M
  • BOY 147
  • BOY 64th
  • BOY ESOP
  • BOY near D&m Industries Employee Stock Ownership Plan and Trust
  • BOY ind #7096

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Montana →

Moody's Market, Inc. Employee Stock Ownership Plan in the asset neighbourhood

David Allen Company, Inc. Employee Stock Ownership PlanDavid Allen Company, Inc. Em…$9MMoody's Market, Inc. Employee Stock Ownership PlanMoody's Market, Inc. Employe…$9MD&m Industries Employee Stock Ownership Plan and TrustD&m Industries Employee Stoc…$9MThe Elliott Company Employee Stock Ownership PlanThe Elliott Company Employee…$9MTcr Industries, Inc. Employee Stock Ownership PlanTcr Industries, Inc. Employe…$9M
End-of-year total assets ($M) among Moody's Market, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Moodys Market, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Moodys Market, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 20.93638010786822% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.48M $11.5M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 147 $9M
2023 1 152 $11M
2024 1 181 $11M

Moodys Market, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$9M
Net Income$6M
Employer EIN810307747
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Montana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Moody's Market, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Moody's Market, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.48194 · Participants: 147Moody's Market, Inc. Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and Trust, Total assets ($M): 436.286144 · Participants: 800Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and TrustD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 118.950259 · Participants: 1368D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 70.363373 · Participants: 666Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 65.173097 · Participants: 274Morrison-Maierle, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 64.690755 · Participants: 318Sletten, Inc. Employee Stock Ownership Plan
Moody's Market, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare Moody's Market, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Moody's Market, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Montana, the nearest ESOP by assets is D&m Industries Employee Stock Ownership Plan and Trust in MN ($9M); by covered participants it is Viasun Corporation Employee Stock Ownership Plan in AZ (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Moody's Market, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Moody's Market, Inc. Employee Stock Ownership Plan surged - up 128.7% during 2022, from $4M to $9M. Reported net income was $6M.
How have Moodys Market, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moodys Market, Inc.'s sponsor-wide assets grew 20.9%, from $9M to $11M.
Which ESOP plans are similar in size to Moody's Market, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is D&m Industries Employee Stock Ownership Plan and Trust in MN ($9M, 188 participants).
Which ESOP plans cover a similar participant headcount to Moody's Market, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Viasun Corporation Employee Stock Ownership Plan in AZ (147 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810307747.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.